01Persistent company context
Each company keeps its own operating identity and memory instead of relying on a one-off prompt or a blended founder dashboard.
- Goals and milestones
- Competitors and operating context
- Source mappings and provenance
- Next steps and outcomes
02Portfolio command center
Start with the metrics and states that change founder attention: revenue, acquisition, audience, execution, competitive movement, connection health, and open actions.
- Cross-company operating pulse
- Period-over-period movement
- Source health and freshness
- Priority actions by business
03AI-assisted onboarding with WebMCP
On the authenticated New Company page, a compatible WebMCP agent can prepare a validated company draft from a normal-language request—including goals, milestones, competitors, next steps, and proposed mappings from already-authorized sources.
- Normal-language company setup
- Structured, reviewable drafts
- ChatGPT Site tools support where available
- Human-controlled provider authorization and activation
How AI onboarding works →
04Explicit multi-account mapping
A founder login may expose several Search Console properties, Ads customers, GA4 properties, stores, ledgers, and payment accounts. Praecis discovers them and keeps assignment company-scoped.
- Reusable provider authorization
- Manager-account hierarchy support
- Suggested matches for review
- No automatic cross-company blending
05Scheduled source refresh
Production workers refresh connected company sources on schedule while preserving provider identity, reporting periods, last-success state, and connector errors.
- Background synchronization
- Retry-aware operations
- Connector incident monitoring
- Fresh, stale, and unavailable states
06Today's Operating Brief
The current operating brief is available inside the product. It ranks evidence-backed issues and opportunities and keeps the recommended move attached to the exact company and source evidence.
- Portfolio-level prioritization
- Why it matters and business impact
- Confidence and source evidence
- Recommended action, owner, and due date
07Canonical next actions
Turn a brief recommendation into the existing Praecis next-step record instead of creating a second task system. The work remains attached to the company state that made it important.
- Review before creation
- Owner and due date
- Blocker and status tracking
- Brief-to-action traceability
08Governed supported execution
Supported delegated work can move through bounded workflows that preserve tenant scope, permissions, approvals, idempotency, and independent verification. The current production execution primitive is intentionally narrow: company-source refresh.
- Canonical company and next-step identity
- Consequential actions stay approval-gated
- Unsupported work stops accurately
- Verified completion before reconciliation
09Commerce Growth Loop
Combine Klaviyo, Meta Ads, GA4, and Shopify or Stripe so acquisition, first purchase, lifecycle revenue, and repeat purchase can be evaluated together.
- Observed CAC and first-time buyers
- Flow versus campaign revenue
- Repeat-purchase movement
- Attribution-gap detection
10Profit and runway
Join commerce and acquisition signals with read-only QuickBooks Online or Xero reports to expose the financial tradeoffs behind growth.
- Contribution-margin inputs
- Profit trend
- Cash burn
- Estimated runway
11Search, ads, analytics, social, and competition
Bring organic visibility, paid acquisition, GA4 behavior, Instagram and X movement, and company-specific competitor signals together while preserving each source's reporting period and identity.
- Search Console properties
- Google Ads and GA4
- Meta and X monitoring
- Evidence-linked competitor watchlists
12Access, billing, and controls
Manage workspace identity, collaborators, alerts, synchronization, security, plan limits, and customer billing from the same administrative surface.
- Tenant-scoped access
- Signed session controls
- Active-company billing
- Customer billing portal